WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,464 | -49.3% | 11,321 | -51.0% | 0.00% | -62.5% |
| Q4 2016 | $1,019,000 | -36.2% | 23,118 | -37.4% | 0.01% | -42.9% |
| Q3 2016 | $1,597,000 | -10.5% | 36,938 | -11.2% | 0.01% | -6.7% |
| Q2 2016 | $1,785,000 | +14.8% | 41,607 | +15.0% | 0.02% | +7.1% |
| Q1 2016 | $1,555,000 | -35.1% | 36,191 | -39.2% | 0.01% | -41.7% |
| Q4 2015 | $2,396,000 | -37.9% | 59,509 | -34.4% | 0.02% | -35.1% |
| Q3 2015 | $3,856,000 | -59.6% | 90,772 | -54.6% | 0.04% | -9.8% |
| Q2 2015 | $9,534,000 | +138.3% | 199,762 | +143.4% | 0.04% | +20.6% |
| Q1 2015 | $4,001,000 | -5.1% | 82,077 | -9.0% | 0.03% | +88.9% |
| Q4 2014 | $4,214,000 | +33.1% | 90,168 | +42.3% | 0.02% | -35.7% |
| Q3 2014 | $3,165,000 | -0.3% | 63,355 | +6.6% | 0.03% | +3.7% |
| Q2 2014 | $3,175,000 | +12.2% | 59,405 | +9.0% | 0.03% | +22.7% |
| Q1 2014 | $2,830,000 | +2.8% | 54,505 | +2.9% | 0.02% | +4.8% |
| Q4 2013 | $2,753,000 | +94.0% | 52,975 | +84.4% | 0.02% | +110.0% |
| Q3 2013 | $1,419,000 | – | 28,733 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |